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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,295 | $175,257-71.9% | $149,717-67.1% | $139,456-64.7% |
| Participation rate | 47.4% | 83.4%-36.0pp | 78.8%-31.4pp | 80.3%-33.0pp |
| Annual return | 16.51% | 166.70%-150.2pp | 134.41%-117.9pp | 373.45%-356.9pp |
| Employer contribution / active EE | $1,820 | $5,477-66.8% | $4,820-62.2% | $4,753-61.7% |
| Participant deferral / active EE | $4,330 | $6,521-33.6% | $5,682-23.8% | $6,711-35.5% |
| Admin fee / account holder | $16,434 | $16,156+1.7% | $13,213+24.4% | $11,407+44.1% |